Colorado asset management
Chart a path to financial independence with our strategies and asset management services.
Asset management services define an investment strategy overseen by professional asset managers. It is the responsibility of these professionals to make investment decisions on your behalf and typically charge a fee for their services. Managed asset plans offer portfolio management services through dynamic asset allocation, encompassing stocks, bonds, and mutual funds. An investment earns a spot in our lineup after we conduct due diligence and stress testing.
Managed asset plans are an excellent choice for investors who lack the time or knowledge to manage their investments. However, selecting a reputable and experienced asset management service provider is crucial, along with understanding associated fees.
Our asset management services include:
Fee-based* management: Our primary goal is to provide you with confidence while proactively managing your portfolio as if it were our own. Our transparent, fee-based management program shows that we are on the same team. You pay a quarterly percentage-based management fee, leaving the finer details to the professionals on our team.. We cover all trading expenses, so you only pay a quarterly percentage-based management fee, leaving the finer details to the professionals on our team.
Custom Strategies/Investment Selection: We source market research directly from trusted primary sources, collaborating with portfolio managers and fund companies to stay current on the latest tools to build your portfolio.
Available Brokerage Accounts: If you’re an investor who prefers not to actively manage your investments and favors a “buy and hold” strategy, our tailored brokerage program may meet your needs. You pay per transaction while still accessing our full suite of resources and services.
Managed asset plans are a valuable option for individuals, families, and businesses. Following a professional financial analysis by our team, we tailor custom portfolios to provide you and your family with the optimal path designed for financial success. Our asset management services offer an opportunity to engage in portfolio management, diversify your holdings, and tap into the knowledge of an experienced asset manager.
In addition to the annual management fee, PPS Custom Program clients may pay transaction charges, administrative charges, and miscellaneous account fees and charges, as described in the Master Services Agreement (MSA) or PPS Client Agreement (as applicable) and Commonwealth’s ADV Part 2A Brochure.